Dan Skiles

About the Author

Dan Skiles

Dan Skiles, EVP, is involved in all aspects of managing Shareholders Service Group, which provides dedicated services for independent registered investment advisors from its San Diego headquarters. Specific areas of focus include technology, finance, operations and strategy. Prior to joining SSG, Dan served as Vice President of Advisor Technology Solutions at Charles Schwab & Co. He began his career at Jack White & Company in 1994.

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  Who Are Your Technology Players? Don’t Overlook Your Employees

  By Dan Skiles  |  April 29, 2013

  Your employees—their skills, their knowledge, their habits and their responsibilities—will have a significant influence on the success of any technology product, initiative or process that you want to introduce in your firm.

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  Spend Wisely on Technology

  By Dan Skiles  |  April 1, 2013

  Let’s get right to the bottom line: Technology costs money.

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  Use Technology to Protect Clients' Personal Information

  By Dan Skiles  |  February 25, 2013

  Clients may tell you how important it is for their personal information to be protected. What a lot of them don’t realize is that much of their information—some very personal and specific—is readily available on the Internet, usually free of charge.

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  How to Measure Your Firm’s Overall Efficiency

  By Dan Skiles  |  January 21, 2013

  Advisors are very good at conducting this type of work for their clients. They build a financial plan, then measure on a consistent basis how the plan is doing. How well do you employ the same process for measuring the efficiency of your firm?

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  Email Fraud—Protect Your Clients and Your Firm

  By Dan Skiles  |  November 20, 2012

  Unfortunately, the number of attempts by thieves trying to steal your clients’ money is increasing every day.

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  What Does Windows 8 Mean for Advisors?

  By Dan Skiles  |  October 23, 2012

  Early expectations for Windows 8 are that it will not receive as much attention and fanfare as the previous operating system.

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  Why Are You Waiting to Upgrade?

  By Dan Skiles  |  September 25, 2012

  If I were to keep track of every conversation I have with advisors, a majority of the topics would revolve around why they are waiting to do something with their technology.

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  How to Evaluate All-In-One Systems

  By Dan Skiles  |  August 21, 2012

  The technology products available for advisors today offer more features and solutions than ever before.

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  Tech Questions for Summertime

  By Dan Skiles  |  July 24, 2012

  August is my favorite time of year for new projects. More specifically, it’s a good time to ask, “What technology areas require more research before we pull the trigger?” To get started with this exercise, allow me to recommend some ideas.

• E-Delivery—Are You Doing Your Part for Your Clients?

  By Dan Skiles  |  June 26, 2012

  How much have you thought about electronic delivery (e-delivery) of required documents for your clients?